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Salary/Rate
£36000 - £40000/annum + Car Allowance 
Location
Westerham  
Posted
18/07/2015 (09:20) 
Agency
Job Type
Permanent 
Description

Financial Advisor

£36,000 - £40,000 + Car Allowance

My client, an independent wealth management company are looking to recruit for a Financial Advisor

As an Financial Advisor you help build the company either on an employed or self employed basis. You will be supplied with leads, along with paraplanner and administrative support.

Duties of an Financial Advisor will include:

To promote the interests of the company and devote the whole of your time and attention to the business of the Company during normal working hours.
To perform such duties and exercise such authorities as the Company shall from time to time delegate to you.
To comply…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£42000 - £48000/annum Annual bonus and other benefits 
Location
London  
Posted
10/07/2015 (10:47) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor (employed)
Permanent
London - City
£42k-£48K per annum DOE plus annual bonus

My client is looking for an experience Independent Financial Advisor to join their team, they are one of the UK's Largest and most successful, independently owned, wealth management and corporate solutions consultancies, offering financial advice for high net worth individuals.

Specification

•Minimum Diploma qualified with a current Statement of Professional Standing certificate
•Ability to manage existing client relationships and develop new relationships
•Proven track record of developing a client bank
•Strong interpersonal skills…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£35000 - £45000/annum 
Location
Berkhamsted, Hertfordshire  
Posted
22/07/2015 (11:31) 
Company
Job Type
Permanent 
Description

Independent Financial Advisor

We are recruiting for a Independent Financial Advisor to join a professional, well established company based in Berkhamsted

Job Requirements include:

contacting clients from leads given.
conducting in-depth reviews of clients' financial circumstances, current provision and future aims;
analysing information and preparing plans best suited to individual clients' requirements;
researching the marketplace and providing clients with information on new and existing products and services;
designing financial strategies;
assisting clients to make informed decisions;
reviewing and responding to clients changing…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Swindon, Wiltshire  
Posted
08/07/2015 (08:45) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor – Self Employed
As our client continues to grow and expand they are seeking to recruit experienced Financial Advisors around Great Britain and Northern Ireland.
You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.
You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility…

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Salary/Rate
£30000 - £45000/annum Self Employed  
Location
Poole, Dorset  
Posted
13/07/2015 (16:37) 
Agency
Job Type
Permanent 
Description

As our client continues to grow and expand they are seeking to recruit experienced Financial Advisers around Great Britain and Northern Ireland.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.

You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility to earn shares in the company.

To become…

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Job Type
Permanent 
Applications
Less than 10  
 
Location
Yeovil, Somerset  
Posted
20/07/2015 (16:43) 
Agency
Job Type
Permanent 
Description

As our client continues to grow and expand they are seeking to recruit experienced Financial Advisors around Great Britain and Northern Ireland.

You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team. The position requires you to be Qualified to level 4 diploma in financial services and have a commitment to self-employed status.

You will be home based while our client provides full back office professional compliance and systems support. In return your earnings will be uncapped with the possibility to earn shares in the company.

To become…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£40000 - £70000/annum 
Location
Clitheroe, Lancashire  
Posted
20/07/2015 (09:31) 
Agency
Job Type
Permanent 
Description

Independent Financial Advisor
Clitheroe

A leading Financial Advice Firm based in a beautiful rural town overlooking Pendle Hill. The business comes highly recommended with 90% repeat and referral clients. Offering integrated financial planning they provide a long-term commitment to improving client’s wealth. This company has an excellent reputation of building client portfolios & establishing financial security.

This position will suit an ambitious, confident Independent Financial Advisor in the Ribble Valley, looking for a position with unlimited earning potential dependent on skill and ability. The existing team offer a very supportive…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£45000 - £50000/annum 
Location
South East  
Posted
23/07/2015 (09:45) 
Agency
Job Type
Permanent 
Description

Our client is a successful and independent IFA based in East Sussex. Currently there are 7 diploma qualified Advisors who cover the South East area, but the opportunities are such that they’re recruiting 3 furthers Advisors during 2015 to share in their success. They cover the entire financial services market, both commercial and personal, and research the broader financial services market to identify and provide the best options for each customer. Repeat business levels are high as they have a high service ethic, and all Advisors receive office and administration support so their time is available to meet customers, review their needs…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£20000 - £24000/annum + monthly bonus 
Location
Cheshire  
Posted
23/07/2015 (17:04) 
Agency
Job Type
Permanent 
Description

Level 4 Qualified Financial Advisor - South Cheshire

An exciting opportunity has arisen for a level 4 qualified Financial Advisor to join an expanding Financial Planning company in the South Cheshire area.

The successful candidate must have:

- Level 4 Financial Advisor qualification.
- Technical competency.
- Strong interpersonal and communication skills.
- Telephone experience preferable.
- Experience working in a proactive, client focused, target driven environment.
- Flexibility, adaptability and self-motivation - with good time management and prioritisation skills and keen to take on challenge.

About the position:

All leads…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£50000/annum 
Location
Tunbridge Wells, Kent  
Posted
21/07/2015 (15:44) 
Agency
Job Type
Permanent 
Description

Are you FPC - Cemap Qualified?

Feel the time is right to start up your own Business.
We are currently in the process of recruiting one or two committed individuals to our new and expanding company.

If you have previous experience in providing unregulated advice ( Mortgages and Life Products) then this could be an excellent opportunity to break away from the constraints of working for a corporation.

You can choose to have a fully lead driven business but as a self starter you will no doubt wish to be generating your own business and this attracts far higher returns for yourself.

In return for your commitment you will be given…

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Job Title
Location
London  
Posted
14/07/2015 (16:14) 
Agency
Job Type
Permanent 
Description

Employed Financial Advisor, based in London, competitive base salary, bonus and benefits

Job Purpose

* To provide a solutions lead financial advice service to clients
* To promote the service and investment proposition
* To offer clients advice from the Whole of Market
* To contribute to the profile and development of the brand
* To develop existing and new professional connections

Job Role

* To provide high quality independent advice to clients, ensuring that financial solutions are identified and where appropriate pursued.
* To conduct regular reviews of the client's financial circumstances, current provision and future objectives…

More
Job Type
Permanent 
Applications
More than 10  
 

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Salary/Rate
£20000 - £40000/annum £20-40k +bens 
Location
Nationwide  
Posted
28/07/2015 (14:53) 
Agency
Job Type
Permanent 
Description

My client is a leading Independent Financial Advisory firm, providing Financial Advice to both High Net Worth Individuals, Corporate and Private clients throughout the UK.

We are currently going through a massive Recruitment drive for Financial Advisers across the UK, with a specific focus on South of London, West of London, Bristol and East Midlands areas. My client is willing to consider employment on a self-employed basis and also on a salaried basis, so this would depend on the candidate and what would suit them best.

We are seeking those who have experience of working within Independent Financial Advisory firms, be it on a self…

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Job Type
Permanent 
Applications
Less than 10  
 
Job Title
Salary/Rate
£29000 - £36000/annum benefits 
Location
Posted
07/07/2015 (12:40) 
Agency
Job Type
Permanent 
Description

My client are a professional practice with an enviable reputation and offer a range of services to clients which includes financial planning and wealth management to HNW clients and investors. The business is keen to acquire the services of a technically able Paraplanner for their office in Colchester to support significant fee producers.

Typical Tasks

To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in order to assist Independent Financial Advisers in the provision of independent financial services to clients;
To undertake the required number of chargeable hours…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£29000 - £36000/annum 
Location
Colchester, Essex  
Posted
Just Added!
Agency
Job Type
Permanent 
Description

Job Objective:

To undertake as much client related administration, review work, reporting and implementation, as proactively as possible in order to assist Independent Financial Advisers in the provision of independent financial services to clients; To undertake the required number of chargeable hours for the department; To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Advisor could take.

Typical Tasks:

• Undertake complex client specific analysis such as, CGT assessment and reporting, target funding and IHT evaluation, using areas…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£20000 - £25000/annum 
Location
Leamington Spa, Warwickshire  
Posted
07/07/2015 (14:25) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
R401084WJB

Job Title:
IFA Report Writer

Overview:
An excellent opportunity for an experienced Report Writer has arisen to join a well-established reputable IFA practice in Leamington Spa, on a permanent basis.

Main Duties:

Key Accountabilities will be as follows:

• To work closely with Financial Planners in the pre advice administration process;
• Analysing fact find data in relation to existing portfolios incorporating pensions, protection and investments, as well as clients attitude to risk;
• Assessing suitability with advisers’ recommendations and creating suitability reports as per their request…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£18000/annum 
Location
Kettering  
Posted
30/07/2015 (13:15) 
Agency
Job Type
Permanent 
Description

Our client based in Kettering are a team of independent financial advisors, they are seeking a Client Support / IFA Administration role to join their growing team. Reporting to the Office Manager, taking responsibility for office administration, setting up basic office procedures and make sure that the administrative side of the business is compliant with FCA Regulations This role will be busy and varied supporting the Paraplanners and IFA's.

Main duties will include:
* Keeping the company database up to date, ensuring that all tasks on the system are reviewed daily
* Preparing valuations for client meetings from the database and providers…

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Salary/Rate
£16000 - £21000/annum 
Location
Penrith, Cumbria  
Posted
24/07/2015 (14:18) 
Agency
Job Type
Permanent 
Description

Job Title:

Financial Planning Administrator

Salary:

£16,000 - £21000

Overview:

An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established reputable IFA practice in their Penrith office, on a permanent basis.
Main Duties:

A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Penrith.

Key Accountabilities will be as follows:

Providing full technical administration and paraplanning support to IFAs.
Processing investments, pensions and protection on behalf of consultants, obtaining quotations and illustrations…

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Salary/Rate
£15000 - £18000/annum bonus, 23 days hols, pension, health 
Location
Salisbury  
Posted
22/07/2015 (10:44) 
Agency
Job Type
Permanent 
Description

Recently graduated or looking for an office based job?

Our client a prestigious and well established local company are looking for a Finance Administrator to manage a portfolio of independent financial advisors (IFAs).

You need to be computer literate, have high standards of quality, a confident telephone manner and the ability to work under pressure and to strict deadlines.

This is a full time permanent role working 35 hours per week, offering a basic salary between £15,000 - £18,000 (dependant on skills and experience) including a bonus scheme, 23 days holiday, pension and private medical insurance.

Contact Jesse at Meridian on 01722…

More
Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£18000 - £25000/annum 
Location
Posted
22/07/2015 (11:37) 
Agency
Job Type
Permanent 
Description

Job Title:
IFA Administrator – London

Salary:
£18,000 – £25,000. Negotiable, depending on experience.

Overview:
An excellent opportunity has arisen for an IFA Administrator to join a reputable financial services broker based in their London office.

Main Duties:
• Provision of support to Independent financial consultants who give advice on pensions, investments and protection, mainly private client but some corporate also.
• Processing new business and submitting applications to providers.
• Obtaining valuations on existing arrangements and illustrations on new business enquiries.
• Sales support, typing letters, answering client…

More
Salary/Rate
£18000 - £24000/annum 
Location
Leeds, West Yorkshire  
Posted
14/07/2015 (09:08) 
Agency
Job Type
Permanent 
Description

Job Title:
Technical/ Senior Financial Planning Administrator
Overview:
An excellent opportunity for an experienced Financial Planning Administrator to join a well-established reputable IFA practice in North Leeds, on a permanent basis.
Main Duties:
A fantastic opportunity has arisen for an experienced Financial Planning Administrator to join a firm of Independent Financial Advisers based in Leeds.
Key Accountabilities will be as follows:
• Requesting quotes and comparisons as requested by advisers
• Retrieving policy information from providers via phone or websites.
• Submitting new business and processing transactions on provider wrap…

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Salary/Rate
£18000 - £22000/annum 
Location
Ongar  
Posted
13/07/2015 (15:39) 
Agency
Job Type
Permanent 
Description

My client is looking for Telephone Appointment Maker(s) to join their team based in Ongar, Essex.

The successful candidate will join a small sales team in which they will use warm leads and product knowledge to generate appointments.

My client has won recent awards for staff retention, its ethical approach and has an excellent reputation in the financial services industry.

Telephone appointment makers provide the link for the customer to our field based national independent financial advisers who provide financial advice to families all over the United Kingdom with the support of the Customer Contact Centre staff.

They are a fast growing…

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Job Type
Permanent 
Applications
More than 10  
 
Salary/Rate
£18000 - £20000/annum £18k - £20k Pro Rata Plus Benefits 
Location
Mitcham, Greater London  
Posted
24/07/2015 (17:07) 
Agency
Job Type
Permanent 
Description

Paraplanner / Financial Administrator Mitcham.

£18k - £20k Pro Rata Plus Benefits

We are recruiting on behalf of a reputable and fast expanding UK Insurance firm. They are currently looking for an experienced Paraplanner / Financial Administrator to join their team. This is an exciting opportunity for the right person to gain a foothold within a growing organisation and advance in their career.

Responsibilities of the role include promoting the companies services in a professional and FSA compliant manner, compiling product research, report writing and production of compliant suitability letters. In addition, the role holder will…

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Location
Kent  
Posted
13/07/2015 (10:12) 
Company
Job Type
Permanent 
Description

We are an Independent Financial Advisory Company with a vacancy for a Telesales Executive.

Telesales Executive Requirements

Experience is preferred, but not essential. Someone with a confident and outgoing personality who also has a good telephone manner is key to being successful in this role.

Telesales Executive Role

You will be required to cold call company Directors of small to medium sized businesses to build a build a relationship and arrange a meeting with the Directors for our Financial Advisers.

Target is 1 meeting made a day, and 10 seen over the course of a month.

A car driver/owner would be wise due to location.

No…

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Job Type
Permanent 
Applications
Less than 10  
 
Salary/Rate
£15000 - £18000/annum 
Location
Stratford-upon-Avon, Warwickshire Also in 1 other location 
Posted
14/07/2015 (09:08) 
Agency
Job Type
Permanent 
Description

Morris Jones Consulting Ref:
FPJB

Job Title:
Financial Planning Administrator

Overview:
An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established reputable IFA practice in their Stratford Upon Avon office, on a permanent basis.

Main Duties:
A fantastic opportunity has arisen for an IFA Support Professional to join a firm of Independent Financial Advisers based in Stratford Upon Avon.

Key Accountabilities will be as follows:

• Providing full administration and some sales support to Financial Consultants.
• Obtaining quotations and valuations for investments, pensions and protection…

More
Job Type
Permanent 
Applications
Less than 10  
 

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